Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing.
Install
npx skills add carta/plugins --skill carta-compliance-routingnpx skills add carta/plugins --skill carta-compliance-routing -a claude-code -gnpx skills add carta/plugins --skill carta-compliance-routing -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-compliance-routinggh skill install carta/plugins carta-compliance-routinggit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-compliance-routing ~/.claude/skills/carta-compliance-routing # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-compliance-routing ~/.agents/skills/carta-compliance-routing # Codex, Cursor, Gemini CLI, Copilot, OpenCode